Financial Services
AI Consulting

Artificial Intelligence Made Possible
by Human Intelligence

Tailored Operational Strategies for AI Success

AI capabilities within the financial services industry promise improved efficiency and customer experience. Bridgeforce’s proven frameworks ensure when integrating AI solutions, you get there confidently, compliantly, and quickly.

95% of GenAI Pilots are FAILING

(MIT NANDA Report)

Bridgeforce is Your Blueprint for AI Integration

We help lenders close the AI knowledge gap so that they’re fully equipped to take on new capabilities and confident they’ll succeed.

AI Strategy & Readiness Consulting

Bridgeforce can help you determine where AI will drive the most value for your organization. We’ll take a holistic view of your operating model to pinpoint areas teeming with AI potential.

Our customizable service offerings:

AI READINESS ASSESSMENT
Identify where AI fits and how ready you are to integrate
DELIVERABLES
• Refined operating model
  with AI built in
• Updated workflows,
  processes & procedures
• Governance framework for
  responsible AI use
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OPERATING MODEL & GOVERNANCE FRAMEWORK
Execute AI with structure, control and confidence
DELIVERABLES
• Blueprint for AI integration
• Governance structure & risk
  controls
• Target operating model and
  center of excellence
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AI STRATEGY ROADMAP
Align strategy with business goals, regulatory expectations, workflows and customer experience priorities
DELIVERABLES
• Sequenced roadmap of AI
  opportunities
• Governance & risk
  framework for compliance
• Success measures to track
  adoption
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AI READINESS ASSESSMENT

Gain clarity on your ability to adopt AI in a specific functional area.

Service Inclusions:

OPERATING MODEL & GOVERNANCE FRAMEWORK

Operationalize AI with structure, control and confidence.

Service Inclusions:

AI STRATEGY ROADMAP

Align strategy with business goals, regulatory expectations, workflows and customer experience priorities.

Service Inclusions:

Vendor Due Diligence & Integration Consulting

Bridgeforce can help match you with a best-fit AI solution provider according to your business needs, and ensure a smooth implementation with your existing infrastructure.

Our customizable service offerings:

DUE DILIGENCE & SELECTION
Find the right AI partner fast, confidently, and without costly missteps
DELIVERABLES
• Summary report of
  your requirements
• Side-by-side vendor
  comparisons
• Best-fit vendor
  recommendation
• Scoring outcomes
  and risk factors
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AI INTEGRATION PLANNING & PMO
Ensure AI fits seamlessly into your operations, whether enhancing or replacing legacy systems
DELIVERABLES
• Integration plan
• Modified workflows
  post-AI install
• Risk & control
  frameworks
• Issue tracking,
  resolution, &
  escalation support
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PROOF-OF-CONCEPT & DEPLOYMENT SUPPORT
Validate AI solutions with confidence before a full rollout
DELIVERABLES
• Results dashboard
• Go/no-go decision
  framework
• Phased rollout plan
  & recommendations
  for scale-up or vendor
  realignment
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AI VENDOR RISK & COMPLIANCE ASSURANCE
Ensure AI fits seamlessly into your operations, whether enhancing or replacing legacy systems
DELIVERABLES
• Gap analysis &
  remediation plan
• Audit-ready
  documentation
• Bias testing &
  transparency
  reporting
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DUE DILIGENCE & SELECTION

Find the right AI partner confidently and without costly missteps.

Service Inclusions:

AI INTEGRATION PLANNING & PROJECT MANAGEMENT

Ensure AI fits into operations (enhancing or replacing legacy systems).

Service Inclusions:

PROOF-OF-CONCEPT & DEPLOYMENT SUPPORT

Validate AI solutions with confidence before a full rollout.

Service Inclusions:

AI VENDOR RISK & COMPLIANCE ASSURANCE

Safeguard against security, bias & compliance gaps.

Service Inclusions:

AI Policy & Control Frameworks Consulting

We have upgraded our battle-tested, regulator-approved templates and assurance functions to ensure that your AI policies and procedures are effective and compliant.

Our customizable service offerings:

POLICY & PROCEDURE DEVELOPMENT FOR AI USE
Build a regulator-ready foundation with clear, consisten policies and procedures
DELIVERABLES
• P&P gap analysis
• Standard design structure
• Regulatory applicability
  matrix
• Tailored templates for
  business lines
• Redesign recommendations
  for existing P&Ps
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EXECUTION & OPERATIONAL EMBEDDING
Execute AI with structure, control and confidence
DELIVERABLES
• Testing & validation with gap
  analysis
• Human-in-the-loop
  validation routines
• Targeted training for
  frontline and risk teams
• Corrective action guidance
• Project management
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CONTINUOUS UPKEEP & ASSURANCE
Keep policies current, compliant, and audit-ready
DELIVERABLES
• Governance model for
  ongoing maintenance
• Certification and review
  calendar
• Support plan for updates
  and regulatory changes
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POLICY & PROCEDURE DEVELOPMENT FOR AI USE

Build a foundation of clear, consistent policies and procedures.

Service Inclusions:

EXECUTION & OPERATIONAL EMBEDDING

Ensure policies & procedures work in practice.

Service Inclusions:

CONTINUOUS UPKEEP & ASSURANCE

Keep policies & procedures current, compliant, and audit-ready.

Service Inclusions:

AI Governance & Risk Management Consulting

Our governance frameworks keep your AI systems within evolving compliance standards.

Our customizable service offerings:

AI GOVERNANCE FRAMEWORK DESIGN
Establish a clear, defensible oversight model
DELIVERABLES
• End-to-end governance
  playbook
• AI risk appetite statement
  aligned to risk posture
• Consumer disclosure
  protocols for transparency*
• Opt-out governance guide
  for compliance assurance*
*Legal advisory support available as needed
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AI RISK & CONTROL FRAMEWORK
Rigorously mitigate bias, security, and compliance risks
DELIVERABLES
• Centralized AI risk & control   inventory
• Monitoring & performance
  dashboard
• Reporting framework to
  escalate & resolve risks
• Compliance checkpoint
  matrix
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AI CHANGE MANAGEMENT & ADOPTION
Drive responsible, sustainable use of AI by helping teams embrace AI confidently
DELIVERABLES
• Clear view of process, role,
  and workflow impacts
• Training & communication
  toolkit
• Change roadmap with
  milestones & success
  metrics
• Ongoing change
  management guidance
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Consumer Lending Industry Expertise

Whether you want to improve the customer experience with agentic AI, or boost loan approvals in underwriting, Bridgeforce’s operational frameworks are applied across the entire consumer lending lifecycle.

MARKETING & PROSPECTING

UNDERWRITING

PORTFOLIO MANAGEMENT

COLLECTIONS & SERVICING

FRAUD OPERATIONS

Trust Bridgeforce to Ensure Your AI Success